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Our Process

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where we can help. At MacDev Financial Group we offer a "holistic" professional approach that is centred around providing sound financial security advice and value-added services and products to help you meet your current and future goals.

When we start working with you as a client, we conduct a value-assessment and full analysis to make sure we are aligning the right products and services based with your values and needs. Part of this process includes understanding your attitude and beliefs around money and then working with you to find the right solutions that match those values. This includes understanding everything about you--what your fears, concerns, goals and passions are as well as learning about your unique "investor DNA."

Our priority as your financial advisor is always putting your needs first above our own and giving you the best tools that will put you on the path to financial prosperity and independence. For example, one way we differ from traditional financial planning is actually educating clients on important financial literacy concepts like "cash flow" and "debt elimination strategies." We leave nothing on the table and pride ourselves on establishing a long-term client-advisor relationship built on trust, education, service, reviews and ongoing consultation you can count on through each unique phase of life.

A strong planning process is the best way to create a more financially secure plan that essentially gives you greater autonomy and knowledge of your finances. Simply put, we strive to help you keep more of your money throughout life, grow your wealth, while creating a lasting legacy for your family and loved ones.